Blog

Investing Discipline is Built During Downturns

May 31, 2022

Market volatility can be difficult and psychologically taxing. In this blog, we discuss data surrounding historical volatility and strategies around the mental game.

Sep 20, 2021

Ch-ch-ch-changes (to the tax code): Will we lose the Backdoor Roth IRA and Mega Backdoor Roth IRA in 2022? Kelsey Lyman, Director of Operations, Convergence Financial Roth IRAs are a favorite account among financial advisors and investors...

Hello world!

Jan 28, 2020

Welcome to WordPress. This is your first post. Edit or delete it, then start writing!

2019 Market Outlook

Dec 20, 2018

LPL Research Presents Outlook 2019 Fundamental. How to focus on what really matters in the markets. 2019 Market Outook #getready

The Most Wonderful Time of the Year?

Nov 12, 2018

The holiday season is among us and while you may think it is the most wonderful time of the year, what does your financial advisor have to say? Travis has a few words on the subject.